Shepherd Kaplan Krochuk’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,500
| Closed | -$226K | – | 383 |
|
|
2014
Q4 | $226K | Sell |
6,500
-32,486
| -83% | -$1.13M | 0.04% | 304 |
|
|
2014
Q3 | $1.45M | Hold |
38,986
| – | – | 0.19% | 82 |
|
|
2014
Q2 | $1.76M | Sell |
38,986
-8,662
| -18% | -$391K | 0.19% | 79 |
|
|
2014
Q1 | $1.8M | Hold |
47,648
| – | – | 0.21% | 81 |
|
|
2013
Q4 | $1.7M | Hold |
47,648
| – | – | 0.22% | 77 |
|
|
2013
Q3 | $1.46M | Sell |
47,648
-11,500
| -19% | -$351K | 0.23% | 84 |
|
|
2013
Q2 | $1.56M | Buy |
+59,148
| New | +$1.56M | 0.31% | 75 |
|